CONNECT

Address:

710 Fairfield Avenue
La Porte, TX 77571

Phone:

281.842.1229

Fax/Other:

281.470.1912

IRA Rollover

What is an IRA Rollover?

An IRA Rollover is a transfer of funds from a restore net account into a Traditional IRA or ROTH IRA. By 2017, rollovers to IRAs are estimated to exceed $450 billion annually*.

Have you recently changed employers? Are you in need of professional guidance?
How you handle your retirement plan rollover has a direct impact on your future.

When you change jobs, you may have the following options for your retirement saving account:

  1. Stay invested in your current plan
  2. Rollover your money to your new employer's plan
  3. Move your eligible distributions to a Rollover IRA
  4. Take your distribution in cash

When you retire, you have 3 options:

  1. Remain invested in your previous employer's plan (depending on the plan documents)
  2. Move your eligible distribution to a Rollover IRA
  3. Take your distribution in cash

In either situation, there are pros and cons.

Weighing Your Options

 

 

Need help deciding what do with your retirement saving account? We can discuss which option may work best for your situation.

(281) 824-1229

 

 


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*Evolution of the Retirement Investor, Cerulli, 2012

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck